The continued expansion of data centers—driven by cloud adoption, artificial intelligence (AI), and high-performance computing—is reshaping how investors evaluate infrastructure risk and opportunity.

With residential HVAC slumping, data centers are driving growth — but new chip designs, local resistance, and even space-based alternatives raise questions about whether that boom will last.

Engineering considerations, operational benefits and long-term prospects for sustainable cooling in data center environments.

LG Electronics Advances Cooling for AI Data Centers Secures chiller deals in U.S., Saudi Arabia, targeting 1 trillion won ...

There is a moment when a company’s transformation stops being a story and starts being a scoreboard. For Carrier Global (NYSE ...

State-of-the-art R&D test lab to accelerate development of next-generation cooling technologies for hyperscale data centers and traditional HVAC markets, with full lab completion planned for 2027.

Trane Technologies plc (NYSE:TT) is one of the best manufacturing stocks to invest in now. On February 18, 2026, Trane Technologies plc (NYSE:TT) announced it had completed the acquisition of Stellar ...

JPMorgan’s Stephen Tusa just initiated coverage of SPX Technologies SPXC with an Overweight rating and a $260 price target, and the signal is unambiguously bullish. The thesis is straightforward: SPX ...

Q4 2025 earnings call recap: 2026 guidance, 20% EBITDA growth target, HVAC/data center expansion, acquisitions & risks.

Modine (MOD) grew data center sales 119% to $644M in fiscal 2025. Management projects revenue exceeding $2B by fiscal 2028. Vertiv (VRT) commands $66B market cap at 64.86x earnings while Modine trades ...